Innovating with Alternatives

September 30, 2025

In this featured conversation from CAIS Live South, Moran Wealth Management® Chief Strategy Officer Chelsea Ganey joins CAIS Live Conversations host Alex Cavalieri to discuss the firm’s evolution as an independent RIA and its growing integration of alternative investments. Chelsea shares how Moran Wealth Management® is advancing client education, scaling personalization, and thoughtfully incorporating alternatives into portfolio design. Her perspective highlights how innovation, grounded in research and care, can strengthen client relationships and help shape the future of wealth management. Check out the full episode here.

Courtesy of CAIS.

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